Sales Operations Coordinator

Sales Operations Coordinator I

Position Summary

• Monitor the Sales Support ticketing system to ensure friendly and prompt support to customers with license access needs
• Partner with sales team to set up new customer accounts, including trials
• Manage correspondence with 3rd parties to provide access to data for mutual customers’
• Serve as the liaison between customers, Sales and Yes Energy’s SysOps team
• Perform regular audits of customer access to our data and services and collaborate with sales team to make adjustments as needed

• Review trial requests in SFDC to ensure records contain all required information
• Maintain up to date and accurate Account and Contact record information in SFDC
• Partner with Customer Success Team to manage renewal Quotes and Opportunities in SFDC
• Provide support to Account Executives and Account Managers with complex SFDC Quotes
  • Review Opportunities against the checklist of required data; update as needed

• 1+ year of experience in Customer Service or similar role
• 1+ years using Excel or Salesforce.com (SFDC) in a work environment, or the equivalent experience during a bachelor degree program
• Proficient with Microsoft Office and/or Google Suite
• Ability to prioritize and manage multiple tasks, meet deadlines, and adapt to changing business needs.
• Excellent attention to detail - you care about dotting the i’s and crossing the t’s
• Process oriented - you love to follow a well-defined process and often consider ways to make the process more efficient
• Strong customer service mindset - your approach to work is to seek out the best way to help the customer get their needs met; you apply this both external and internal customers
• Curious - you want to understand the ‘why’ behind the work you’re doing; you ask questions and are never done learning
• Grit - you’re willing to roll up your sleeves and work hard, even when the work is repetitious

• Experience using Salesforce, preferably Salesforce CPQ
• Experience using a Support Ticketing system or Project Management Software
• Experience using Customer Support Software, Freshdesk, Zendesk or equivalent

Yes Energy delivers real-time market data and electric power trading decision solutions. Over 1,000 market participants use Yes Energy solutions daily. The business is a leader in all aspects of information content collection and management, as well as in developing and delivering data and market analytics solutions. Since its inception in 2008 Yes Energy has become a trusted and respected supplier of innovative and reliable solutions focused on the needs of power market analysts, traders, and trade managers. Yes Energy has a team of over 200 amazing professionals located across the United States, Europe and Asia.

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  Around the office our culture is driven by some pretty fundamental values that we’re proud of:
• We love innovation and solving tough challenges;
• We are “high standards people” who combine passion and pride with hard work and rewards of all kinds- in an ethic that is consistent across the company;
• We’re team-focused with a flat hierarchy- we work in small teams on well-defined projects that directly impact the success of the business;
• We play to the strengths and experience of each person, while each of us also works along a continuum of roles adjacent to our focus area. This presents a challenge of maintaining a broad set of skills as well as an opportunity to learn and contribute in many ways;
• We are constantly growing. Professional development happens every day and every year.